Plan Ledger DOL Form 5500 · updated monthly

Willamette Orthopedic Group, LLC401(k)

HOPE ORTHOPEDICS OF OREGON 401(K) PROFIT SHARING PLAN · SALEM, OR · plan year 2022

Reported admin expense ratio · 2022
0.30%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Willamette Orthopedic Group, LLC reported $83,086 in plan administrative expenses for 2022: 0.30% of average plan assets, above the peer median. Employer contributions averaged $8,866 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.30% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 317th-largest of 1,021 plans among Oregon employers on file, and the 3,116th of 11,911 in health care & social assistance. In 2022, the employer put in $1.27 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$25,510,283
Participants with balances221
Active participants156
Employer contributions$1,383,142
Employee contributions$1,084,978
Employer contribution per active participant$8,866
Average account balance$115,431
Benefits paid to participants$2,127,860
Plan auditUnmodified (clean) audit opinion
AuditorKUENZI & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$22.7M · 134 accts · $1.3M emplr
2022$25.5M · 221 accts · $1.4M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,076
Investment management$60,010
Total administrative$83,086
The Willamette Orthopedic Group, LLC 401(k) match · 2022
Employer contribution per active participant$8,866
Median for plans this size$2,266
2023$8,018 per active participant
2022$8,866 per active participant

Willamette Orthopedic Group, LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$100,310 · 0.42%
2022$83,086 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Grants Pass Clinic, L.L.P. OR$28.7M · 0.12%
Silver Falls Mso, LLC OR$28.6M · 0.54%
Adapt OR$22.8M · 0.45%
One Community Health OR$19.8M · 0.37%
Interpath Laboratory, Inc. OR$19.8M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203530156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.